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Teleclass Recordings

Dividing Non Standard Pensions in Divorce
Teleclass with Deb Johnson and Jacki Roessler

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FDA President Deb Johnson and QDRO Expert Jacki Roessler, return to discuss government pensions.

Covered in this teleclass:

  • Definition of Civil Service Employee
  • FERS (Federal Employees Retirement System) Coordination with Social Security Identifying Survivor Benefits PRE and POST retirement
  • CSRS (Civil Service Retirement System) Social Security: Government Pension Offsets
  • Military Pessions 10/10 Rule Impact of Remarriage Survivor Benefits
  • Shared vs Separate approach to dividing Defined Benefit Pension Plans
  • Use of Accrued vs Prospective Coverture Fraction
  • Divorce Traps with Government Pensions - BEWARE!!
  • Defined Benefit Pension Plans

Jacqueline Roessler, CDFA

Jacqueline Roessler is one of the premiere divorce financial planners in the Midwest. Jacki, who has been a financial advisor since 1994, provides litigation support to family law attorneys and helps clients understand the short-term and long-term financial impact of any settlement proposal on their financial future-before they sign on the dotted line. In addition, she prepares and reviews Qualified Domestic Relations Orders (QDRO's) for Michigan attorneys.

Jacki's work with divorcing clients has been featured in numerous local and national media, including Kiplingers' Personal Finance's nationally syndicated cable show on three separate occasions, Fortune Magazine, Bloomberg's Wealth Manager and a featured article in the Investment News. She is also a specialist in the QDRO arena and has conducted national seminars around the country, teaching lawyers, judges and financial professionals the intricacies of QDRO's and pension valuations in divorce cases.

Length: 56 minutes
ID: TC032016-E



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